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Automation · CRM

Stale-Lead Nudge

Every morning, surface leads with no contact in N days and create a nudge task.

Structo·v1.0.0·3 steps
Every morning · 9:00TRIGGERNo contact in {days}…QUERYCreate nudge taskACTION

What it does

A scheduled sweep that finds leads which have gone quiet and creates a nudge task for the owner, keeping the pipeline moving without manual review.

TriggerQueryAction
Requirements
lead_centertasks

Your workspace checks compatibility before anything installs.

You'll be asked for
  • Days without contactnumber
  • Task owneruser